All Posts By

castlegateadmin

castlegateadmin 0
0
News
May 5, 2023

Castlegate and Duncan & Toplis accelerate growth plans with external investment 3>

The Duncan & Toplis group is delighted to announce agreement for external investment from private equity firm Blixt Group, to fund an accelerated growth programme. Blixt is an experienced investor in professional services firms and…
Read More
castlegateadmin 0
0
Taxation
April 25, 2023

“Giving while living” and inheritance tax 3>

Dealing with inheritance tax (IHT) is often assumed to be dealt with at a person’s death. Yet you are not limited to planning your estate for this one-off event. You can also mitigate IHT by…
Read More
castlegateadmin 0
0
Pensions
April 21, 2023

Overwhelmed by pension info? How an adviser can help 3>

A recent study by Standard Life revealed that 50% of people feel “overwhelmed” by pension information and two in five people have no idea what to do next with the information they do have. Retirement…
Read More
castlegateadmin 0
1
In the Community
April 17, 2023

Castlegate Easter Bake Sale 3>

The team at Castlegate took part in an Easter bake sale to raise funds for Phelan-McDermid Syndrome Foundation UK. Local businesses were invited to donate to PMSF UK and try the home-baked goods on offer.…
Read More
castlegateadmin 0
0
Financial Planning
April 17, 2023

Why financial planning is important for women 3>

Financial planning is valuable for everyone. Yet British women often face unique challenges that need addressing if they are to reach their goals. Below, our Grantham financial planners show why is it important for women…
Read More
castlegateadmin 0
0
Wealth Management
April 11, 2023

Bank fees – 7 ideas to keep them down 3>

Banking fees can have an “invisible”, eroding effect on your wealth if not managed carefully. By having a plan to identify banking costs and keep them down, you can reduce needless costs and save money…
Read More
castlegateadmin 0
0
Financial Planning
March 22, 2023

Dealing with political uncertainty in your financial plan 3>

Politics can have a big impact on your financial plan. Perhaps the government changes a key tax rule which affects your income and investment returns. Or, maybe a policy announcement leads to a sharp drop…
Read More
castlegateadmin 0
0
Pensions
March 20, 2023

How does pension tax relief work? 3>

Pension tax relief is a system designed to encourage people to save towards their retirement. Yet how does it work, exactly? How can you best use it to boost your savings and achieve your long-term…
Read More
castlegateadmin 0
0
Insurance
March 13, 2023

Family income benefit: a short guide 3>

Would you prefer that your family receive a lump sum or a regular income from a life insurance policy? The latter is known as family income benefit (FIB) and it can offer an alternative way…
Read More
castlegateadmin 0
0
Retirement
March 6, 2023

5 reasons to seek financial advice in retirement 3>

Retirement could last 20 years or more depending on your retirement date and how long you live. Seeking financial advice can help you get the most from these years – maximising your savings and income...
Read More